Installation

Polite Reminder installs the same way as any WordPress plugin.

Requirements

• WordPress 6.4 or newer
• PHP 8.1 or newer

Installing

1. Download the plugin zip from the download page.
2. In your WordPress admin, go to Plugins → Add New → Upload Plugin.
3. Choose the zip file and click Install Now, then Activate.

A Polite Reminder menu appears in the admin sidebar.

First steps

Open Polite Reminder → Settings. The Getting started page lists what to set up, in order, and tracks what is already done:

1. Add your business details — the name, address and registration printed at the top of every document.
2. Add your logo — optional, though it is the first thing a client sees.
3. Set up a payment processor — add your Stripe keys so that invoices can be paid by card.
4. Add your bank details — printed at the foot of every invoice, for clients paying by bank transfer.
5. Create your first invoice — or an estimate, if the work is not yet agreed.

Updating

Updates appear in Plugins in your WordPress admin, alongside every other plugin. With a paid subscription, one click installs the new version.

Removing

Deactivating the plugin leaves your data in place. Your estimates, invoices, clients and payments are stored in your own WordPress database and remain there until you delete them.